Personal and Family Financial Planning & Investment Services
Simplifying a Complex Process
Investing is a major part of personal and family financial planning, and we understand the process can feel overwhelming. That’s why we offer three ways for you to receive investment guidance from the team at Generation Capital Management.
Our team manages both retirement and non-retirement assets through accounts managed right here at GCM. We also have the ability to guide the money being saved in employer-sponsored retirement plans like 401(k)s, 403(b)s, 457s, and more.
With a data-driven approach, Generation Capital Management provides the expertise you need to build strong personal investment strategies and long-term family investment management plans.
How We Support Your Personal and Family Financial Planning
Since 2003, our team has helped hundreds of families and individuals in various states across the country embrace their uniqueness and achieve their financial goals while managing investment risk.
We offer three ways to manage your investments wherever they are. You don’t need to be able to move your assets to us here at Generation Capital Management for us to be able to work with you.
The best part: if you have an investment account managed by GCM, you have full access to our comprehensive financial planning services at no additional charge.
In-House Investment Management
Informed investing, simplified
We establish and manage investment accounts of all types for individuals and families here at Generation Capital Management. Note: the accounts are held at a qualified custodian and are not held by Generation Capital Management. These accounts include IRAs, non-retirement investment accounts (individual and joint), trusts, estates, and more.
403(b) Management Through Aspire
Direct advising through select 403(b)s
If you have access to a 403(b) through your employer, you may be able to choose Generation Capital Management as your advisor of record. This allows us to manage your asset allocation and qualifies you to receive financial planning guidance from our CERTIFIED FINANCIAL PLANNER™ professional.
If you’re not sure your 403(b) qualifies, we can check to see if your plan is on the Aspire platform. This is a great way to integrate your workplace savings into your broader personal and family financial planning strategy.
Peripheral Account Management
One management solution for all of your accounts
We now have the ability to manage investments in most employer-sponsored retirement accounts (401(k)s, 403(b)s not available through Aspire, 457 plans, and even HSAs).
This offering allows you to leave your investments where they are and still continue to receive expert guidance from the GCM team.